The Time is Now...
Give your Money an Upgrade and Make it Work Harder for You than You Worked to Earn it.
Learn to invest in private businesses and own a piece of multiple companies as you build a profitable portfolio of income producing and select opportunities with big upside potential.
Intro to Crowdfund and Angel Investing
14 Lessons
This is a foundational course for beginners and includes over 8 hours of pre-recorded courses. Plus, it is bundled with courses: Passion – Motivation Beyond Money, and Inside Secrets Books and Resources.
Topics We’ll Explore
Getting Started Right
The Why & What of Angel Investing
How Much and What to Invest in
Types of Angels & Crowdfunding Basics
Screening Deals using the Entrepreneur Questionnaire
Intro to the Angel Profitability Blueprint
Where to Find Deals
Advanced Angel Investing Lessons
15 Lessons
This is the next level up for an investor with some understanding of private equity / angel investing. It is bundled with courses: Passion – Motivation Beyond Money, and Inside Secrets Books and Resources.
Topics We’ll Explore
Getting Started & Creating Wealth as an Angel
Is Angel Investing Right for You
Angel Profitability Blueprint
Due Diligence
The Investment Sequence
Valuations
Negotiation
Passion - Motivation Beyond Money
7 Lessons
Although the content in this course is relatively short, it is mighty. The lessons in this module cover the core reasons seasoned investors choose this asset class.
Topics We’ll Explore
The Making of a Compassionate Capitalist
Hierarchy of Human Needs
- Certainty & Uncertainty
- Significance
- Connection
- Growth
- Contribution
Deeper Dive – Focus Groups
10 Lessons
This section includes content on the specifics of how to use key resources in the Resource section. There are also video segments taken from workshops, webinars and podcasts covering topics that students have indicated a need for further explanation than is offered in the Intro and Advanced courses. Industry Experts’ insights on topics are included in this module too.
Topics We’ll Explore
Understanding the Entrepreneur Checklist
Names and Roles for Angel Investors
Fundamentals of Angel Investing
Creating your Investor Model
History of Angel Investing
Accredited Investor vs Unaccredited Investor Status
Business Essentials 101
15 Lessons
This course is all new content and covers the fundamentals that an investor needs to know to discern the risks and potential return on investment of any deal.
Topics We’ll Explore
Dissecting a Business Plan
Business Entity Structure and Implications
Intellectual Property - Patents, Copyrights, etc
Financial Forecast
KPI - Key Performance Indicators
SWOT Analysis
Business Plan vs Pitch Decks
Types of Financing
Inside Secret Books and Resources
2 Books | 26 Resources | 44 Lessons
Includes the digital copies of both of Karen’s books – Inside Secrets to Angel Investing, and the newest release, Inside Secrets to Crowdfund Investing, and portal filled with vast resources including worksheets, checklists, sample agreements, etc referenced in the training
Digital Copy
Inside Secret to Angel Investments
Secrets
44 Inside Secrets Explained from Inside Secrets to Angel Investing.
Worksheets to Get Started
Financial Worksheets, Sample Agreements, Due Diligence, Checklist, Milestone Example, Valuation Worksheet, Wealth Assessment, Investor Docs
Digital Copy
Inside Secrets of Crowdfund Investing
Secrets
31 Inside Secrets Explained from Inside Secrets to Crowdfund Investing
With over 50 lessons, books and resources the value of The Compassionalist Academy is well over $15,000
We aren’t going to charge you that because we bundle and discount based on the level of subscription. Your price may be as low as $999 with an annual subscription. You may join The Compassionalist Academy as a beginner investor and progress at your own pace, with live mentoring and coaching sessions and all the way through the advanced courses.
